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THE EVERIST COMPANY — THE EVERIST COMPANY 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240726142347NAL0015615137001
THE EVERIST COMPANY
Form 5500-SF
FILING_RECEIVED
THE EVERIST COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
27
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE EVERIST COMPANY
.
Find decision makers
Plan sponsor
Name
THE EVERIST COMPANY
EIN
71-0870740
Address
200 EAST 10TH STREET STE. 203 · SIOUX FALLS, SD · 57104
Phone
(605) 373-1154
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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ILLIANA CONSTRUCTION CO.
ILLIANA CONSTRUCTION CO. DEFINED BENEFIT PLAN
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CECI CLARKE INC.
CECI CLARKE INC. RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.2M · 12 participants
DUGALLY OBERFELD, INC
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Large plans in South Dakota
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ALTA TRUST COMPANY
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$359.5M
AT - T. ROWE PRICE LARGE CAP GROWTH TRUST
AT T. ROWE PRICE LARGE CAP GROWTH TRUST
$292.7M
